Core Viewpoint - The emergence of negative electricity prices is a natural outcome of the deepening market reforms in the electricity sector and the transition to a cleaner energy structure, reflecting effective price mechanism adjustments rather than market failure [2][11]. Group 1: Negative Electricity Prices - Negative electricity prices are not unique to the power industry and can occur in various sectors due to short-term supply-demand imbalances, indicating a precise reflection of market conditions [3][4]. - The occurrence of negative prices is a typical manifestation of the market's self-regulating ability, as seen in other industries like energy and logistics [4]. - Negative electricity prices are expected to become a regular feature in the new power system, driven by the increasing share of renewable energy installations and the need for effective supply-demand adjustments [8]. Group 2: Impact on Power Generation Companies - Concerns about negative prices leading to widespread losses for power generation companies are unfounded, as a multi-faceted revenue system has been established to mitigate these risks [5][6]. - The long-term contracts and market mechanisms in place allow power generation companies to lock in revenue, ensuring stability even in the face of negative prices [6]. - The growth of green certificate trading has become a significant revenue source for distributed photovoltaic stations, helping to offset the impacts of market price fluctuations [6]. Group 3: Benefits to Users - Negative electricity prices can provide economic benefits to industrial and commercial users by linking retail electricity prices to real-time market prices, allowing them to share in the cost savings [10]. - The adjustment value of negative prices extends beyond immediate economic benefits, contributing to a more efficient allocation of resources and minimizing social costs [10]. - The transition to a dual-sided interaction model in the electricity market allows users to participate in the benefits of renewable energy development, enhancing overall system value [9][10]. Group 4: Conclusion - Understanding negative electricity prices is crucial for the high-quality development of the electricity market, as they signify effective market adjustments and resource optimization rather than failures [11]. - The ongoing improvement of market mechanisms and the cultivation of diverse adjustment resources will enhance the role of negative prices in supporting renewable energy integration and ensuring system stability [11].
关于负电价,这些错误认知要澄清!
Zhong Guo Dian Li Bao·2026-02-11 13:54